Disruptive (Disruptive Technology Advisers LLC) was founded in 2012 by Alex Davis and is headquartered in Dallas, Texas. It backs a small number of late-stage private technology companies each year through primary, secondary and structured transactions, raising capital deal-by-deal from sovereign wealth funds, family offices and hedge funds rather than blind-pool funds. Focus areas are AI infrastructure, defense technology and mission-critical enterprise software; it led Groq's $750M round in September 2025. Until recently it invested largely through deal-by-deal special-purpose vehicles; in October 2026 The Wall Street Journal reported it is raising up to $10B for a new fund, with $7.5B committed, to back roughly 10 late-stage companies over two years. It gained prominence after Nvidia's $20B licensing agreement with Groq in late 2025, and has also invested in Reflection AI, Databricks, Shield AI and ElevenLabs.

Firm Profile

Notable Partners

Portfolio Companies (9)

Investment Focus

VCGrowthSJ Top 100

Investor data reflects publicly disclosed AUM, fund sizes, and portfolio holdings as of 2025-Q4. Refreshed periodically.